Thank you@DanaB27My 1099R in 2023 with a code of PJ has a loss, distribution is 5800 (contribution 6000 in 2022) and my 2a is 0. I returned the excess contribut...
Thank you@DanaB27 my situation is similar, I returned excess contribution to roth IRA before tax return deadline in 2023, and I have a loss; I received 1099R wi...
Thank you@RobertB4444, which form should I check for both 2022 return and 2023 return for IRA?I tried to report it in 2023 return, after entering 1099 R code wi...